Are you trapped in the cycle of working more hours but seeing less profit?

 

In this eye-opening episode, we explore the transformative journey of Lisa, a marketing consultant who went from working 70+ hour weeks and missing her daughter's birthday to running a thriving business on just four days a week while doubling her income.

 

Discover the three-part strategy that changed everything for Lisa:

• How implementing Profit First (even at just 1% initially) transformed her relationship with money
• Why establishing a Bank On Yourself policy gave her the confidence to transform her client relationships
• The exact script she used to transition from hourly billing to value-based pricing that tripled her rates

 

We also address common objections from business owners in various industries, with examples of how they adapted these strategies to their unique situations.

 

Key Quote: "The real transformation wasn't just in Lisa's bank account but in her relationship with both money and time. She no longer feels owned by her business or controlled by client demands."

 

Whether you're drowning in client work, struggling with inconsistent cash flow, or simply tired of missing life's important moments, this episode provides a practical roadmap to working less while earning more.

 

Want more? Get our "Work Less, Earn More" case study pack in the Wealth Wisdom Financial Community by becoming a premium member here: https://www.wealthwisdomfp.com/community.

 

00:00 Introduction to Sam's Story

00:40 Welcome to Wealth Wisdom Financial Podcast

01:33 The Importance of Long-Term Tax Planning

03:03 Planning for a Business Sale

08:32 Estate Planning and Business Succession

12:29 Retirement Tax Planning for Business Owners

19:13 Conclusion and Next Steps

 

Watch On YouTube: https://youtu.be/1pGip0hlQeU